Security

Security for Payment Hub requires users to be granted access to the Mekorma permission set for each company. These permission sets give users physical access to Action Board and allow control over which companies users are able to process payments with.

The permission sets are installed with Payment Hub and found in the user card. The permission(s) currently required are:

The MEK PH MODULE ADMIN permission set grants access to Payment Hub objects and related functionality. This permission set also controls visibility over cross-company data in Action Board. The assigned company(ies) determines the company data each user can view in Action Board.

Adding Mekorma permission sets

1. From an admin account, go to Users.

2. Select the user for whom you want to update the permission sets.
   

3. In the User Permission Sets table, highlight the blank row at the bottom.
   

4. In the empty Permission Set cell, click the ellipsis (…) to open the Permission Set Lookup page.

5. In Permission Set Lookup, search for Mekorma.
   

6. Select the Mekorma permission set to add.

7. Click OK to close the lookup page.

8. Back in the User Permission Sets table, you can either select a specific company you wish to associate the permission set with, or leave it blank to allow access to all companies.
   

9. Repeat steps 3-7 for each permission set you need to add. Note: Both MEK PERMISSION and MEK PH MODULE ADMIN are required.

10. Once the user’s permissions are set, they are ready to begin processing with Action Board.

In addition to the Mekorma permissions, users must also be granted access to Business Central’s standard AP permission sets to ensure full functionality of Business Central’s AP features. For more information on permission sets, see Entitlements and Permission Sets Overview–Business Central | Microsoft Docs.